WWK Investments


Member SIPC

Advantages of WWK Investments, Inc.

Privately Owned

We have an immediate interest not only in our customer's satisfaction, but in our reputation as well. We realize the importance of our reputation and work to insure that all of our clients' needs are being addressed in a timely manner. Some firms may struggle with the turnover of registered representatives, leading to a number of different advisors throughout the years. At WWK, this is not only our "job"; it is our career.


Specialized Client Services

At WWK, every client is important regardless of size. We currently handle about 40 corporate retirement plans, ranging in size from 2 to 1900 employees. Every client matters!


Refined Focus

Over the past decade, we have eliminated our individual securities division. This allows us to significantly increase the time tracking the performance of mutual fund and variable annuity products. We are also focused on making sure that the asset allocation for each client fits their individual investment objective.


Independent Intermediary

At WWK, we maintain a completely independent view. We pride ourselves on placing our clients' best interest first. Our integrity is our greatest asset.

  • No Proprietary Products - Many large brokerage firms have proprietary products. We feel this causes a conflict of interest. These companies and their brokers may have a financial interest in selling these products.
  • No Revenue Sharing - WWK does not accept any revenue sharing from any mutual fund or insurance companies, nor do we have any financial allegiances to any money management firms. Our approved list of fund families is based solely on the results of our Investment Selection Process.